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Duality Advisers’s UDR UDR Stock Holding History

Duality Advisers’s Portfolio UDR Stock Details UDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,832
Closed -$405K – 502
2024
Q1 		$405K Buy
+10,832
New +$398K 0.04% 474
2023
Q4 		– Sell
-28,407
Closed -$1.01M – 749
2023
Q3 		$1.01M Buy
28,407
+23,033
+429% +$918K 0.12% 284
2023
Q2 		$231K Buy
+5,374
New +$221K 0.03% 471
2022
Q1 		– Sell
-8,444
Closed -$507K – 832
2021
Q4 		$507K Sell
8,444
-25,774
-75% -$1.45M 0.05% 398
2021
Q3 		$1.81M Sell
34,218
-16,708
-33% -$893K 0.14% 262
2021
Q2 		$2.49M Sell
50,926
-81,303
-61% -$3.82M 0.22% 155
2021
Q1 		$5.8M Buy
132,229
+49,797
+60% +$2.06M 0.5% 34
2020
Q4 		$3.17M Buy
+82,432
New +$3.01M 0.24% 118
2020
Q3 		– Sell
-14,279
Closed -$534K – 653
2020
Q2 		$534K Buy
+14,279
New +$533K 0.05% 305
2020
Q1 		– Sell
-85,567
Closed -$4M – 309
2019
Q4 		$4M Sell
85,567
-9,883
-10% -$475K 0.24% 145
2019
Q3 		$4.63M Buy
95,450
+74,210
+349% +$3.5M 0.26% 130
2019
Q2 		$953K Sell
21,240
-6,530
-24% -$294K 0.08% 185
2019
Q1 		$1.26M Buy
27,770
+5,090
+22% +$221K 0.07% 179
2018
Q4 		$899K Buy
+22,680
New +$916K 0.05% 180

Other funds holding UDR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Duality Advisers's UDR Position: Q2 2024 in Review

Duality Advisers sold out of UDR (UDR) in Q2 2024, closing a stake of 10,832 shares — an estimated $405K sold.

Duality Advisers first reported a position in UDR in Q4 2018 and held it in 14 quarters. The position peaked at $5.8M in Q1 2021. 481 funds tracked by Wall St. Rank hold UDR as of Q2 2024.

  • Duality Advisers reported no remaining UDR position as of Q2 2024 after selling out during the quarter.
  • Duality Advisers sold 10,832 UDR shares in Q2 2024, an estimated $405K.
  • Duality Advisers first reported a position in UDR in Q4 2018 and held it in 14 quarters.
  • Duality Advisers's UDR position peaked at $5.8M in Q1 2021.
  • 481 funds tracked by Wall St. Rank held UDR as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.